Home>Mutual Funds>Compare>Compare Axis Long Term Equity Direct Plan Growth with Aditya Birla Sun Life Tax Relief 96 Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Axis Long Term Equity Direct Plan Growth

Equity
ELSS
4.0 star
INVEST NOW
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Aditya Birla Sun Life Tax Relief 96 Direct Growth

Equity
ELSS
3.0 star
INVEST NOW
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Axis Long Term Equity Direct Plan Growth

(22.0%)

Aditya Birla Sun Life Tax Relief 96 Direct Growth

(18.4%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.73%0.93%-
NAV₹65.4 (21-Jan-2021)₹41.3 (21-Jan-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹27,181Cr₹13,037Cr-
Returns
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1Y
22.0%
18.4%
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3Y
12.5%
7.0%
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5Y
17.5%
15.2%
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Pros & Cons
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Pros
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
Found nothing so far.
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Holding Analysis

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Top 5
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Top 20
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-
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P/E
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-
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P/B
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-
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Turn Over
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-
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Bajaj Finance Ltd.
9.7%
HDFC Bank Ltd.
7.9%
Tata Consultancy Services Ltd.
7.0%
Kotak Mahindra Bank Ltd.
6.8%
Info Edge (India) Ltd.
6.1%
Nestle India Ltd.
5.7%
Housing Development Finance Corpn. Ltd.
5.3%
Maruti Suzuki India Ltd.
5.3%
Avenue Supermarts Ltd.
5.2%
Divi's Laboratories Ltd.
4.3%
Name
Assets
Housing Development Finance Corpn. Ltd.
9.2%
Honeywell Automation India Ltd.
8.0%
Pfizer Ltd.
7.9%
Kotak Mahindra Bank Ltd.
7.0%
Bayer CropScience Ltd.
5.8%
Glaxosmithkline Pharmaceuticals Ltd.
4.7%
Gillette India Ltd.
4.4%
Reliance Industries Ltd - Partly Paid Equity
3.7%
Larsen & Toubro Ltd.
3.7%
ICICI Bank Ltd.
3.5%
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Fund Manager
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Name
Jinesh Gopani
Ajay Garg
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Education

Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.

Mr. Garg is B.E (Electronics) and MBA (Finance).

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Experience

Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.

Prior to joining Birla Sun Life AMC in 2003 he has worked with Birla Sun Life Securities Ltd.

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About Fund
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Description

Axis Mutual Fund started their mutual fund on 04/09/2009 and its managing total assets of ₹69,145 Cr. Its ranked at 10 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

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Launch Date
04 Sep 2009
23 Dec 1994
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Custodian
Deutsche Bank
Citibank NA
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Registrar & Transfer Agent
KFin Tech
Cams
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